Tax Planning & Preparation for

  • Individuals
  • Businesses
  • Estates & trusts
Business Consulting
  • Computer systems and software
  • Business combinations
  • Human Resource decisions
  • Setting up Qualified/Non qualified Plans
  • Certified Quickbooks Professional Advisor

 

 

Estate & Financial Planning

  • Senior Advisor Services
  • Maximize lifetime transfers and use of the Unified Credit
  • Charitable giving techniques
  • Investment Planning
  • Retirement Planning
  • Bill paying
  • Insurance Planning
Financial Statements/Accounting
  • Reviews
  • Compilations
  • Bookkeeping and Payroll